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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,413 | $201,344+36.8% | $184,243+49.5% | $145,877+88.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.22% | 29.01%-23.8pp | 28.82%-23.6pp | 551.28%-546.1pp |
| Employer contribution / active EE | $14,460 | $7,022+105.9% | $6,427+125.0% | $4,663+210.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,043 | $16,382-50.9% | $13,914-42.2% | $13,402-40.0% |